See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,595 | $58,512-85.3% | $84,015-89.8% | $72,985-88.2% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 13.45% | 28.93%-15.5pp | 71.31%-57.9pp | 81.00%-67.6pp |
| Employer contribution / active EE | $1,600 | $1,163+37.6% | $1,983-19.3% | $2,440-34.4% |
| Participant deferral / active EE | $101 | $2,394-95.8% | $3,239-96.9% | $3,607-97.2% |
| Admin fee / account holder | $551 | $4,569-87.9% | $6,101-91.0% | $5,124-89.3% |